Nurre v. Weaver-Kuhl, Unpublished Decision (4-28-2000)
Nurre v. Weaver-Kuhl, Unpublished Decision (4-28-2000)
Opinion of the Court
Weaver never married and died without issue. He disposed of his residuary estate in Item II of his will as follows:
I give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever located, and either that I now own or may hereafter acquire to all of my nieces and nephews, members of the Weaver family living at the time of my death, including but not limited to James H. Weaver, Jr., Ruth Weaver, Eloha1 Zuefle, Phyllis Boldman, Dorothy Weaver and Mrs. Tom Spurlock.
There were nine nieces and nephews living at the time of Weaver's death. Of those nine, four were named in the will: James H. Weaver, Jr., Elpha Zuefle, Phyllis Boldman, and Mrs. Tom Spurlock, also known as Dolores Keyser Spurlock. None of the appellants is a niece or nephew of the decedent. Ruth Weaver is a sister-in-law who claims an interest in the estate because she was also named in Item II. Deborah Keyser Ball, Phyllis Keyser Hoffman, Maree Keyser Hewey, and Teresa Keyser Talyor-Eddy are Weaver's grandnieces. Their father, Richard E. Keyser, was Weaver's nephew, who had died in 1989, before Weaver executed his will. The grandnieces claim they are entitled to receive per stirpes their father's share of the Weaver estate by operation of the Anti-Lapse Statute, R.C.
On April 26, 1999, the trial court held a hearing to construe Item II of the will. At the hearing, Nurre, the executor, testified that he was also the scrivener of the will. As the scrivener, Nurre met with Weaver to ascertain how he wanted to dispose of his estate. Nurre testified that Weaver had wanted only his nieces and nephews who were alive at the time of his death to inherit his estate. Weaver provided to Nurre orally a list of names of those persons believed by Weaver to be his nieces and nephews. Weaver could not remember all the names of his nieces and nephews and incorrectly named Ruth Weaver and Dorothy Weaver as his nieces.
Nurre testified that, approximately ten days after meeting with Weaver, Nurre had returned with the will prepared and ready for execution. Nurre testified that he had read the will to Weaver, and that Weaver had had no objection to the disposition of his estate as set forth in the will. Nurre also believed that Weaver, at the time of his execution of the will, had the proper testamentary capacity. As further evidence of Weaver's testamentary intentions, the Weaver estate introduced a prior will that had been executed by Weaver in 1983.
On July 30, 1999, the court, in a written opinion and entry, concluded that Weaver had intended to leave his residuary estate only to the class of nieces and nephews living at the time of his death and to no others. The court found that Ruth Weaver was not a member of that class, so she was not entitled to any portion of the estate. Further, the court found that the grandnieces were not members of the class of nieces and nephews entitled to take under the will, because the testator had set forth survivorship language in the will that precluded the operation of the Anti-Lapse Statute, R.C.
The Ruth Weaver Appeal
In Ruth Weaver's first assignment of error, she claims that the trial court erred when it excluded her from sharing in the Weaver estate, because she was expressly named in the will. Since this case involves the construction of a will, we conduct a de novo
review of the record. See Church v. Morgan (1996),
The sole purpose of construing a will is to determine and carry out the intention of the testator. See Tootle v. Tootle (1986),
the intention to be determined by the court in a will construction case is not the intention which existed in the mind of the testator, but that which is expressed by the language of the will. The question is not what the testator should have done, but what he did do, and what he meant by the words he actually employed.
(Emphasis added.) Id. at 7-8,
In a will, "when [a] gift is made to persons designated by name, that is individually[,] it is a gift to them as individuals, and not as a class, even though the persons designated may constitute a class * * *." Kovar v. Kortan (P.C. 1965),
In the second and third assignments of error, Ruth Weaver claims that the trial court erred in admitting extrinsic evidence to interpret a will provision, and that the trial court erred in admitting a prior will to establish the intention of the testator. Because of our resolution of the first assignment of error in favor of Ruth Weaver, we hold that the admission of extrinsic evidence was harmless. Therefore, the second and third assignments of error are overruled.
In Ruth Weaver's fourth assignment of error, she claims that the trial court erred in failing to grant her summary-judgment motion. A court may grant summary judgment only when the moving party demonstrates that the record is devoid of genuine issues of material fact, and that reasonable minds can come to but one conclusion, which is adverse to the nonmoving party. See Civ.R. 56(B); see, e.g., Mitseff v. Wheeler (1988),
As we stated in our resolution of the first assignment of error, there is no dispute that Ruth Weaver was an expressly named beneficiary in the will. Under these circumstances, the record is devoid of any genuine issues of material fact regarding whether Ruth Weaver was entitled to share in the Weaver estate. Consequently, the probate court erred when it denied Ruth Weaver's motion. Therefore, we sustain this assignment of error.
Because we sustain Ruth Weaver's first and fourth assignments of error, the decision of the probate court as to Ruth Weaver is reversed. We remand this matter to the probate court for a determination of Ruth Weaver's proper share in the Weaver estate.
The Grandnieces' Appeal
We now turn our attention to the appeal brought by the grandnieces. Although no "assignments of error" designated as such are set forth in the brief filed by the grandnieces, we construe the argument in their brief to, in effect, set forth two assignments of error: (1) The trial court erred in finding that the language found in Item II of Weaver's will precluded operation of the Anti-Lapse Statute; and (2) The trial court erred when it determined that the phrase "members of the Weaver family" was superfluous.
We now examine Item II of Weaver's will. The language of Item II at issue states,
I give, devise and bequeath all the rest, residue and remainder of my estate * * * to all of my nieces and nephews, members of the Weaver family living at the time of my death, * * *
(Emphasis added.) Members of a class are determined as of the date of the death of the testator. See Provident Sav. Bank Trust Co. v. Nash (1945),
The grandnieces also argue in their brief that an ambiguity exists due to the following language in Item II: "members of the Weaver family living at the time of my death." In a broad sense, this phrase could be construed to include the grandnieces as members of the Weaver family.
A court may reject superfluous words in a will when necessary to effectuate the testator's intentions. See Fifth Third Union TrustCo. v. Anthenaeum of Ohio (1959), 84 Ohio Law Abs. 208,
Although the phrase at issue was poorly drafted as a means to effectuate Weaver's intention, we hold that the probate court correctly found superfluous the words "members of the Weaver family." The remaining language, "living at the time of my death," is unchanged and relates back to limit the class of nieces and nephews to only those who survived Weaver.
Based upon the foregoing, we overrule the grandnieces' two assignments of error and affirm the judgment of the probate court excluding the grandnieces from sharing in the Weaver estate.
Conclusion
Because Ruth Weaver was expressly named in the will as a devisee, we reverse the probate court's judgment as to her and remand the case so that the probate court may determine her proper share of the Weaver estate. Having determined that the probate court properly held that the grandnieces could not share in the Weaver estate, we affirm the balance of the judgment entered below.
Judgment affirmed in part and reversed in part, and causeremanded.
Gorman, P.J., and Sundermann, J., concur._________________________ WINKLER, Judge.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.